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ALPS Intermediate Municipal Bond ETF MNBD

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub

Morningstar’s Analysis MNBD

Will MNBD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MNBD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MNBD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MNBD’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit ALPS Intermediate Municipal Bond ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MNBD

More MNBD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills

5.47 1.7 Mil
Government

PORT AUTH N Y & N J 5%

3.67 1.2 Mil
municipal

NEW JERSEY ST TRANSN TR FD AUTH 0%

3.26 1.0 Mil
municipal

TENNESSEE HSG DEV AGY RESIDENTIAL FIN PROG REV 5%

3.12 996,426
municipal

SOUTH DAKOTA HSG DEV AUTH 5%

2.98 948,865
municipal

OHIO ST HSG FIN AGY RESIDENTIAL MTG REV 5%

2.94 936,045
municipal

NORTH CAROLINA HSG FIN AGY HOMEOWNERSHIP REV 6.25%

2.53 808,339
municipal

CENTRAL PLAINS ENERGY PROJ NEB GAS PROJ REV 5%

2.39 761,090
municipal

SALT VERDE FINL CORP GAS REV ARIZ 5%

2.23 711,750
municipal

BURKE CNTY GA DEV AUTH POLLUTN CTL REV 1.7%

2.02 644,348
municipal